Evelyn Partners Investment Management Services Ltd
•CIK: 2065205•Filing: Q4 2025
**Evelyn Partners Investment Management Services Ltd** manages $798M across a diversified portfolio of 262 positions. The fund exhibits significant concentration in mega-cap technology and industrials, with top holdings including MSFT ($51.6M) and GOOGL ($49.1M). Notable allocations also feature AMZN ($41.7M), V ($34.1M), and TSM ($27.9M). This structure suggests a conviction-driven, large-cap growth mandate targeting established market leaders.
Total AUM
$798.3M
QoQ Performance
+38.0%
Positions
244
Top 10 Concentration
40.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
GOOGL
AMZN
MSFT6.5%
GOOGL6.2%
AMZN5.2%
V4.3%
TSM3.5%
NVDA3.3%
BRK/B3.1%
SYK3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.7%
Technology23.6%
Financial15.8%
Consumer10.7%
Healthcare6.1%
Consumer Staples2.7%
Materials2.6%
Communication2.4%
🚪 Exited Positionssold since Q3 2025
+107 more exited positions
Changes from Q3 2025
NEW8 new positions
↑99 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025